We're Building the Best CRM for Insurance Agents

Insureio partners with BetterLife

January 2021

After National Mutual Benefit and Western Fraternal Life merged to become BetterLife, we worked with them on a product expansion to include final expense insurance, expanded marketing capabilities, and telephony support and integration with 3CX.

Insureio expands partnership with Encova

December 2020

More than two years after we started working with them, Encova (formerly Motorists Life) selected Insureio to digitize their life insurance distribution process. We love having strong partnerships like this that expand and develop over time!

Insureio partners with National Mutual Benefit

June 2020

National Mutual Benefit asked us to create a customized back-end and interface for their call center's digital sales and application process, in conjunction with their service partners, IXN and ESP (Elite Service Professionals). Having already partnered with IXN, this allowed us to deepen our integration and bring Insureio to yet another national carrier.

Insureio partners with IXN

August 2019

We partnered with IXN, the leading provider of cross-platform digital quoting solutions for the life insurance industry, to launch an integration allowing agents, brokers and advisors to import and manage leads generated through the IXN website quoter platform. With this integration, agents can better track, manage and automate their IXN lead flow, resulting in more sales and better service for their clients.

Insureio launches Version 6.0

June 2019

Our latest release includes a big change to our back-end architecture, design improvements, and system enhancements. The result? Feature enhancements and faster loading speeds so you can serve your clients even better. Our team spent 11+ months working on this update, so we called it 6.0, encompassing two prior internal-only rollouts for testing. See what's new.

Insureio partners with Motorists Life

July 2018

We partnered with Motorists Life (now Encova Insurance) to launch their Real-Time Term On-Behalf-Of (RTT OBO) program. This consumer-facing life insurance pilot program makes it easy for property & casualty agents to offer life insurance to their clients. The system allows clients to quote, apply, and pay for a term life insurance policy 100% online. Read the press release here.

Insureio Is a Finalist for the 2017 LIDMA Innovation Award

Sept 2017

We were named as one of six finalists for the first-ever Innovation Award awarded by LIDMA. The award recognizes positive disruption in the life insurance industry, with the goal of making the process easier for consumers. Check out their press release here.

Insureio launches Version 3.0

Sept 2017

Our latest release included a sleek new design as well as updated pricing & packages. The highlight? We expanded our Basic subscription, giving all users access to unlimited quoting and lead capture widgets, unlimited brand profiles, and customizable reporting.

Insureio launches Version 2.0 of InsuranceDivision.com

Dec 2016

With improved design, updated compliance disclosures, and trackable e-Marketing links, Version 2.0 of InsuranceDivision.com creates the first closed-loop insurance marketing system.

Insureio reaches a milestone: 105,826 unique leads received and processed by users

Oct 2016

With the functionality and design improvements released in Version 2.0, our users were able to do even more with the system, adding tens of thousands of new leads and contacts through quoting widgets, improved lead import, and CSV upload functions.

Tech Start-Up DataRaptor Technologies, Inc. Rebrands as Insureio

May 2016

DataRaptor Technologies, creator of a customer relationship management (CRM) software system for life insurance agents, is rebranding as Insureio Technologies, Inc. Read the full press release here.

Insureio (formerly DataRaptor) launches Version 2.0

July 2015

Our biggest release since Beta included design improvements and new features. We added social media connectivity, increased the number of contact types available, and added an “Opportunities” policy section to highlight cross-marketing opportunities.

Insureio (formerly DataRaptor) passes more than 40,000 leads received and processed by users

June 2015

On the long road to Version 2.0, we looked at our stats and realized we’d hit a landmark – Insureio had already processed more than 40,000 leads. Thanks to this volume of leads, we had good analytics on what worked well and what we could still improve.

Insureio (formerly DataRaptor) unveils an integrated, agent-branded marketing website service – InsuranceDivision.com - as an optional feature

February 2015

Our partners and agents told us they wanted a branded, consumer-facing insurance website with a customizable quoter they could use to drive leads. So we built it, and added cross-marketing potential with disability and LTC modules.

Insureio (formerly DataRaptor) adds first independent agent to system as Beta user

April 2014

Expanding beyond our existing corporate partnerships, we invited our first independent agent into Insureio’s Beta version. It’s always been important to us that Insureio meets the needs of both high-volume agencies as well as individual agents.

Insureio (formerly DataRaptor Technologies, Inc.) acquires rights to Pinney Insurance's popular EZLifeSales.com platform

February 2014

In a private equity deal, we acquired the rights to license and distribute the front-end EZLifeSales system for agents, as well as the back-end lead management and case processing module CLU (Client Lead Utility), with more than 9,000 individual users.

First corporate partner begins importing leads and making sales within Insureio (formerly DataRaptor)

January 2014

Our software was put to the test as leads began flowing through the system. From quoting widgets to status changes to lead distribution, we tested everything about Insureio’s lead management capabilities.

Insureio (formerly DataRaptor) launches Version 1.0.1 (Beta) to select agents and advisors

October 2013

We hand-picked several tech-savvy independent agents and advisors who were already processing internet leads in high volumes. We asked them to take Insureio for a test drive and help us develop a list of most-wanted features for our full release.

Insureio (formerly DataRaptor) coding and development begin

January 2013

With input from independent life insurance agents and BGAs, we compiled a list of client management and marketing features agents wanted most – and translated that list into a series of modules to be built by our team of developers in Ruby on Rails.

Insureio (formerly DataRaptor) planning and design begin

September 2012

It started with an idea – bringing a best-in-class CRM to life insurance agents. Existing marketing-based CRMs didn’t fit into the complicated world of application processing and underwriting, so we set out to build something that could.